■Overview
This is a flow that adds form information to @pocket when a form is issued in RakuRaku Meisai.
■Recommended for
1. Those who issue forms using RakuRaku Meisai
・Those who issue invoices for each project
・Those who use it to streamline form issuance tasks
2. Those who collect information using @pocket
・Those who use databases to manage and analyze information
・Companies that use it as a centralized location for customer information management
■Benefits of using this template
RakuRaku Meisai is an effective tool for smoothly creating and issuing forms.
By further utilizing @pocket, you can manage form information and customer information together, facilitating smooth access to information.
However, manually entering RakuRaku Meisai data into @pocket takes time for tasks that can be automated.
By using this flow, you can automatically add information from forms issued in RakuRaku Meisai to @pocket, eliminating manual work.
By allocating the saved time to other tasks, you can make business operations smoother.
Additionally, registering with the quoted information helps maintain the accuracy of shared information.
■Notes
・Please link both RakuRaku Meisai and @pocket with Yoom.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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